Weekly Theme Wrap (Jun 29 – Jul 3)
5 trading days · top 6 themes — most persistent is Shipbuilding at 1 day (weekly avg. +8.9%). Best single day this week: Jul 1, +8.9%.
Average change over the period
Shipbuilding led the week of Jun 29 to Jul 3, posting an average change of 8.95% on Jul 1. Samsung Heavy Industries was the theme’s only listed leader.
Airlines followed with a 4.96% move on Jun 30, led by Korean Air Lines. Securities Brokers gained 4.31% on Jul 3, with Daol Investment & Securities in front.
Property & Casualty Insurance rose 3.04% on Jul 1 behind Lotte Non-Life Insurance. Advertising and Paint each showed an average change of 0.0% and had no leaders listed.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipbuilding | 1d | +8.9% | 2015-07-01 (+8.9%) | recurred | Samsung Heavy Industries |
| Airlines | 1d | +5.0% | 2015-06-30 (+5.0%) | recurred | Korean Air Lines |
| Securities Brokers | 1d | +4.3% | 2015-07-03 (+4.3%) | recurred | Daol Investment & Securities |
| Property & Casualty Insurance | 1d | +3.0% | 2015-07-01 (+3.0%) | recurred | Lotte Non-Life Insurance |
| Advertising | 1d | +0.0% | 2015-07-02 (+0.0%) | recurred | - |
| Paint | 1d | +0.0% | 2015-07-02 (+0.0%) | recurred | - |
Related News by Theme
- Shipbuilding (2015-07-01) 조선, 유가 60불대에 발주되는 해양플랜트..주가영향 제한적 — 파이낸셜뉴스 (Korean)
- Securities Brokers (2015-07-03) [특징주] 메리츠종금증권, 대규모 유상증자에 약세 — 브릿지경제 (Korean)
What to Watch Next Week
A same-day Korean news report on Jul 1 argued that new offshore plant orders may have only a limited effect on Shipbuilding share prices.
On Jul 3, a Korean news report said one broker’s shares fell after a large rights offering, on the same day Securities Brokers rose. All six themes recurred, and each was strong for just one day.
Theme heatmap
| 06-29 | 06-30 | 07-01 | 07-02 | 07-03 | |
|---|---|---|---|---|---|
| Shipbuilding | +8.9 | ||||
| Airlines | +5.0 | ||||
| Securities Brokers | +4.3 | ||||
| Property & Casualty Insurance | +3.0 | ||||
| Advertising | +0.0 | ||||
| Paint | +0.0 |